Agenda

Webinar instructions will be emailed before the date of the webinar.

Please log into the webinar 15 – 30 minutes before start time.

Wednesday, September 28, 2022 
8:30 am – 4:40 pm EDT (including a 60-min. break)

 

Agenda
Indiana Department of Revenue Update
General and audit update
Legal and appeals update
Policy and legislative update

Indiana Property Taxes
Real property tax issues and updates
Personal property assessments and reporting issues
Personal property issues and updates
Contract audits – tips and procedures

Indiana Income Tax Highlights
Latest income tax legislation
Review of recent income tax cases
Updated administrative guidance
Important Department of Revenue determinations

2022 Indiana Tax Court Update
History and purpose of the tax court
What’s new at the tax court?
National SALT issues
Tax in the news

Tax Incentives
State and local tools
Challenges and opportunities
Approval process

Indiana Sales and Use Tax
Sales tax imposition
Use tax imposition
Industry specific issues
• Manufacturing
• Retail
• Transportation
• Healthcare
• Hospitality
• Services
• Not-for-profits
Recent developments
Cases
Administrative determinations

   

Webinar Instructions
Each webinar session earns continuing education credit and can be registered for individually. All attendees must log-on through their own email – attendees may not watch together if they wish to earn continuing education credit. HalfMoon Education Inc. must be able to prove attendance if either the attendee or HalfMoon Education Inc. is audited.

Certificates of completion can be downloaded in PDF form upon passing a short quiz. A link to the quiz will be sent to each qualifying attendee immediately after the webinar. The certificate can be downloaded from the Results page of the quiz upon scoring 80% or higher.

Webinars are presented via GoToWebinar, an easy-to-use application that can be run on most systems and tablets. Instructions and login information will be provided in an email sent close to the date of the webinar. It is highly recommended that you download, install and test the application before the webinar begins by clicking on the link in the email.

GoToWebinar App requirements:
Windows 7 – 10 or Mac OSX Mavericks (10.9) – macOS Catalina (10.15)

Web Browser:
The two most recent version of the following browsers:
Google Chrome, Mozilla Firefox, Apple Safari, Microsoft Edge
Internet Explorer v11 (or later) with Flash enabled

Internet connection: Minimum of 1Mbps       Hardware: 2GB RAM or more

For more information, visit the Support section at www.gotowebinar.com

Credits

Accountants:
8.0 CPE Credits

Attorneys:
6.6 General CLE Hours

 

Continuing Education Credit Information
This webinar is open to the public and offers accountants 8.0 CPE credits (based on 50-minute hours) of intermediate-level CPE credits in the area of taxation. Prior knowledge in state taxation is beneficial, and no advance preparation is recommended.

HalfMoon Education Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org. Sponsor No. 103015.

The Indiana Supreme Court’s Office of Admissions & Continuing Education has approved this webinar for 6.6 General CLE hours.

Attendance will be monitored, and attendance certificates will be available after the webinar for those who attend the entire course, respond to interactive prompts, and score a minimum 80% on the quiz that follows the course (multiple attempts allowed).

Speakers

Kevin D. Chestnut

Kevin D. Chestnut is the President of Chestnut Property Tax Services, LLC. Formerly, he served as a director and practice leader for the Indianapolis office of Ryan, LLC, Thomson Reuters, and Deloitte. He has been involved with real and business personal property tax for more than 30 years. Mr. Chestnut has extensive experience with property tax reduction, administrative appeal representation, assisting clients with strategic tax planning, compliance work including the preparation of all business personal property tax forms and applications, audit representation, and testimony.  He received a B.S. degree in Accounting from Indiana Wesleyan University.  

Jeff Greene

Jeff Greene practices law in his own firm, Jeff Greene Transaction Tax Attorney, LLC. After graduating from Indiana University School of Law, he started his career in state and local tax as a Sales Tax Hearing Officer with the Indiana Department of Revenue in 1988. Since that time, Mr. Greene worked in a small consulting firm as its Vice President and General Counsel, started the state and local tax practice at Deloitte’s Indianapolis offices, became a national product leader for Grant Thornton’s automation practice. Previously he was also the national practice leader for Crowe Horwath’s sales and use tax practice. He is active in the Institute for Professionals in Taxation (IPT).   

Nathan J. Hagerman

Nathan J. Hagerman is a tax partner with Taft Stettinius & Hollister LLP in Indianapolis and has been practicing in the area of multistate taxation since 1996. He counsels business clients in all areas of state and local taxes, including controversies, administrative proceedings, audits, appeals, litigation, and planning. Mr. Hagerman serves as an independent advisor to businesses with respect to tax risk management, review of 3rd party tax strategies, legal review of tax-related transactions and business life events. His experience includes public accounting and law practice in Indianapolis, and he also managed the tax function of a Fortune 500 insurance company headquartered in Indiana for more than four years. He received his law degree from the University of Michigan Law School.  

Bill Long

Bill Long is the Assistant General Counsel for Appeals at the Indiana Department of State Revenue.

Stephen J. Madden

Stephen J. Madden is the Director of Tax Policy at the Indiana Department of Revenue.

Amy McDonald CPA

Amy McDonald, CPA, is a director of client services with KSM Location Advisors. She oversees projects from inception until handing them off to the compliance services team. Her background in property tax, multistate income taxes, and other state taxes makes her an expert when it comes to the nuances of company structure and operations and how these factors can affect an incentives project. In addition to her role with KSM Location Advisors, Ms. McDonald is a director in Katz, Sapper & Miller’s State and Local Tax Group. In this position, she provides a variety of tax compliance and consulting services in the areas of property tax, and other state taxes.  

Christopher Perry CPA

Christopher Perry, CPA is Executive Director of Audit Operations at the Indiana Department of Revenue.

Jeff M. Raney

Jeff M. Raney is an attorney with the Indiana Department of Revenue, Tax Policy Division.

Hon. Martha B. Wentworth

Hon. Martha B. Wentworth was appointed Judge of the Indiana Tax Court by Governor Mitch Daniels in 2011. Judge Wentworth holds a B.S., M.S. and J.D. cum laude from Indiana University Bloomington. Prior to her judicial appointment, she was a Tax Director at Deloitte Tax LLP where she led its Indiana Multistate Tax Services. Judge Wentworth has taught at Indiana University’s Kelley School of Business, the McKinney School of Law, and the Maurer School of Law for more than 22 years. Judge Wentworth is a Fellow of the American College of Tax Counsel, a Fellow of the American Bar Foundation, and this year she was selected to Chair the 42nd (2022) and 43rd (2023) National Conference of State Tax Judges.